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The Sales Ledger parameter which controls stock reservation (Manual, Automatic or Explosion) should sit on individual customers rather than being a one-size-fits-all company-wide parameter. The current parameter should be a default if nothing is defined on the customer. The reason being that some companies have different reservation policies at customer level.

For example, B2B trade sales should reserve stock automatically when the order is created, as should sales to webstore customers; but inter-company distribution sales orders should not automatically reserve stock– the reservation should be applied to these orders when it’s deemed that there is ample stock available.

(The rationale being that stock could be more useful to the business by being sold to an end customer, rather than being sat on a container at sea for several months. The inter-company lead time can be reduced by air-freight, when necessary.)

D365 does not currently facilitate these types of exceptions. A simple hierarchy determining reservation behaviour per customer should should be created (or perhaps similar to the trade agreement setup - 'All', 'Group', 'Customer'), which would resolve this functionality shortfall.
Category: Inventory
STATUS DETAILS
Under Review
Ideas Administrator

Dynamics 365 supply chain management recently released a new inventory visibility service that offers soft reservation (soft reserve based on sales order lines) capability based on your onhand availability. We'd like to continue enhancing the feature and currently we have a few backlog items. 1. soft reservation to support reservation processing with priority based on pre-defined attributes combination (customer, order type, channel, region, etc.) 2. support soft reservation with a lead time into the future. You can find product information here Inventory Visibility reservations - Supply Chain Management | Dynamics 365 | Microsoft Docs

The product what's new will be updated once roadmap is confirmed. In the meantime you are welcome to provide more requirement details here.

Comments

T

I completely agree with this requirement. Almost every project I have worked in last 5 years has question on this feature.
Some customers are always the preferred customers of any business, so we should be able to allow auto reservation for those and manual for others.

Category: Inventory